Clear Skies Wealth Management

Clear Skies Wealth Management Personalized Planning For Your Financial Goals Therefore, a response to a request for information may be delayed.

At Clear Skies, we help our clients attain the lifestyle they’re striving for, maintain that lifestyle for the rest of their life and ultimately sustain that wealth for generations to come. We do this by partnering with you to make more informed and effective financial decisions that will allow you to feel relieved, confident, and empowered – freeing you up to spend more time with your family, tra

vel, or pursue other goals and hobbies. Whether you have long term goals such as planning for retirement, saving for your child’s education, or looking to preserve your family's wealth, or more immediate needs like managing the financial complexities of a divorce or the loss of a spouse, we can help. Please contact me by email: [email protected] or visit my website at: www.clearskieswealt.com

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

As long-term care needs grow with age, traditional insurance may feel restrictive. Learn how asset-based long-term care ...
08/11/2026

As long-term care needs grow with age, traditional insurance may feel restrictive. Learn how asset-based long-term care solutions can offer greater flexibility, protection and potential value as part of your retirement strategy:

raymondjames.com

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:
08/10/2026

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

raymondjames.com

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement plann...
08/07/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

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Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
08/06/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healt...
08/05/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

raymondjames.com

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as wel...
07/21/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

raymondjames.com

For business owners, stepping away from your business and entering retirement can be a significant shift.After years of ...
07/20/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

raymondjames.com

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. E...
07/17/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

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5820 Patterson Avenue
Richmond, VA
23226

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